by Jon Sevenker | Oct 6, 2021 | P&A Articles
For the third year in a row, Pittenger & Anderson is named to the CNBC FA 100 list of top financial advisory firms in the U.S. At #53 for 2021, we even managed to move up 14 spots from last year’s rankings. As per the CNBC website: The CNBC FA 100 celebrates the... 
by Jon Sevenker | Sep 22, 2021 | Complimentary Services, Financial Planning, Investment Management, P&A Articles, Retirement
Our team continues to grow, and with this growth comes the capacity to help more people on their financial journey. We don’t toot our horn very often and we’re not great at asking for referrals; we’d rather let our work do the talking for us. But we do want you to... 
by Jon Sevenker | Sep 1, 2021 | Financial Planning, P&A Articles
Not to be confused with quick lube financial advice, mass produced financial advice is what you find in personal finance magazines and on money websites. While much of this information is educational and informative, these vendors don’t know you or your personal,... 
by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 72 years of age,... 
by Jon Sevenker | Jun 14, 2021 | P&A Articles, Retirement
Are you really penalized for taking Social Security benefits before full retirement age while still working? There’s a common misconception around the benefits earnings test, which applies for people ages 62 to 67, who are still working, and who claim Social Security... 
